Who We Are

Financial Resource Management is a comprehensive financial planning firm, offering a complete range of investment services. For more than 30 years, we have given North Carolina families and individuals financial advice to help prepare for the future, and to create better lives.

What We Do

Our commitment is to provide unbiased direction and practical expertise to help our clients navigate the complicated world of investments, as well as complex issues such as tax planning, retirement planning and estate planning.

How We Help

Our focus is providing investment strategies to guide clients through all phases of life…including the unexpected. Our mission is to help each client create a better life by making informed decisions about their investments – including accumulation, reducing taxes, creating income for retirement and legacy planning.

“In today’s uncertain environment, do you have a sound financial plan in place? Your future well-being could depend on your decisions today. We are dedicated to helping you create a better life, by providing you the best solutions available.”


Triangle and Triad Areas:

Eastern North Carolina and the Crystal Coast:

Upcoming Events

February, 26 2020
The Election and Your Portfolio
Raleigh, NC | 6:00 p.m.
Please call to RSVP

April 30, 2020
Identity Theft
Morehead City, NC | 6:00 p.m.
Please call to RSVP

October 6, 2020
The Election and Your Portfolio
Greensboro, NC | 6:00 p.m.
Please call to RSVP

Affiliated with Capital Investment Advisory Services, LLC.
Securities Offered Through Capital Investment Group, Inc. Member FINRA/SIPC

100 E. Six Forks Road, Suite 100, Raleigh NC 27609
(919) 831-2370

Check the background of your financial professional on FINRA’s BrokerCheck.

Please contact us regarding your specific portfolio or financial situation. Investment products are not FDIC insured, not bank guaranteed, and may lose value. Past performance is not an indication of future results. The information contained herein does not constitute, and shall not be misconstrued as, a recommendation to purchase or sell securities.

© 2019, All Rights Reserved

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